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  来源:看台海

  台积电最新出炉的股东会年报显示旗下海外布局去年经营状况。其中,美国亚利桑那州新厂去年亏损近143亿元(新台币,下同),成为最烧钱的海外厂区;日本和欧洲的布局分别亏损逾43亿元及5亿多元;仅在中国大陆南京厂相关事业盈利,金额近260亿元,形成鲜明对比。

  据台媒报道称,台积电宣布挥军“美国制造”后,2021年、2022年与2023年股东会年报中,已陆续揭露亚利桑那子公司经营情况,分别亏损48.1亿元、94.3亿元与109.24亿元,去年则亏损142.98亿元,创下历史新高纪录,累计成立以来的亏损金额已近400亿元。

  去年台积电亚利桑那州新厂亏损增加之余,今年将迎来第一个完整量产年度。究竟生产情况是否足以让亏损幅度收敛,或是因为持续大幅度投资,仍会带来一定的亏损,颇受外界关注。

  至于其他地区,日本厂去年亏损43亿元,也是台积电布局日本后的最大亏损。据统计,日本在过去3年,累积亏损达79.33亿元;欧洲厂则是亏损约5亿元左右。

  对比之下,台积电在中国大陆布局则大放异彩。数据显示,南京相关子公司去年获利259.54亿元,优于2023年获利217.55亿元,以及2022年获利204.86亿元。统计南京布局近三年都稳定获利200亿元以上。

△台媒制图列举台积电2024年海外布局经营状况

  据悉,台积电日前已宣布继续扩大投资美国千亿美元,美国总投资金额将达1650亿美元。除了原先就已规划在亚利桑那州建置三座芯片厂,台积电新增投资包含另外再兴建三座新芯片厂、两座先进封装厂及一座研发中心。 

  对此,台湾网友斥责民进党当局跪舔美国“卖台”,以致“害民间企业一起陪葬。”还有不少台湾网友表示,“这下知道如何投资了吧!”

  来源:华尔街见闻

  受特朗普威胁解雇鲍威尔言论影响,美股持续走低,纳指跌幅扩大至1.75%,标普500指数跌1.36%。大型科技股普跌,英伟达、亚马逊跌超2%,特斯拉跌超4%。美元指数一度跌破98,美国国债短线走低。现货黄金上破3420美元/盎司关口,再创历史新高,日内涨幅扩大至2.4%。

  市场正在消化特朗普可能试图罢免美联储主席鲍威尔的消息。此举若实施,将严重损害美联储独立性,削弱市场对美元的信心,并加速资金流向包括黄金在内的避险资产。

  4月21日周一,美国股汇债全线下挫,明星科技股普跌,现货黄金成功站上3420美元/盎司,再刷历史新高。

  风险提示及免责条款

  市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。

  游戏驿站(GameStop,简称GME)的亿万富翁首席执行官瑞安・科恩(RyanCohen),必须应对曾名为BedBath&Beyond的公司提起的诉讼。该公司要求科恩返还在这家家居用品零售商破产前通过交易其股票所获得的4720万美元利润。

  上周五,美国曼哈顿地区法官娜奥米・赖斯・布赫瓦尔德(NaomiReiceBuchwald)表示,科恩及其旗下的RCVentures必须就一项指控进行抗辩。该指控称,他们在六个月内买卖了超过10%的BedBath&Beyond股份,这使得他们作为内部人士有责任返还“短期获利”。

  科恩声称,在2022年3月进行投资时,他并不知道自己的持股比例超过了10%,因为这家零售商当时在悄悄回购自己的股票。

  但法官表示,BedBath&Beyond此前已披露了其股票回购计划,而科恩在进行如此大规模投资时却没有查看该公司向投资者披露的信息,这“令人难以相信”。

  2022年8月,科恩突然出售了他持有的BedBath&Beyond股份,估计获利6000万美元。

  周一,科恩的律师没有立即回应置评请求。原告律师和游戏驿站公司也没有立即回应类似的置评请求。游戏零售商游戏驿站并非被告。

  布赫瓦尔德还驳回了一项指控,该指控称被告应作为“代理董事”承担责任,理由是他们为避免代理权之争而赢得了BedBath&Beyond的三个董事会席位。

  对于那些在2021年初推动了“模因股”热潮(通常是在网络论坛上)的普通投资者来说,科恩被称为“模因之王”。

  据《福布斯》杂志估计,他的身家为43亿美元,并且他还创立了在线宠物用品零售商Chewy。

  BedBath&Beyond于2023年4月申请破产。后来,在线零售商欧沃斯多克公司(Overstock.com)收购了其名称和商标,并更名为Beyond。

  去年6月,另一位法官驳回了BedBath&Beyond前股东针对科恩获利提起的诉讼,因为该公司的破产使得他们的诉求失去了实际意义。

  本案案号为20230930-DK-Butterfly-1Inc诉科恩等人,案件受理于美国纽约南区地方法院,案号为24-05874。

  欧盟委员会主席冯德莱恩日前向媒体明确表态,无论X、Meta、苹果、TikTok等科技巨头由谁掌舵或总部设于何处,欧盟都将严格执行数字领域监管新规。

  “这正是我们对TikTok、X、苹果、Meta等企业启动调查的原因。我们公平、适度且无偏见地执行规则,不关心企业来自哪里、由谁经营,只关注如何保护民众。”冯德莱恩在周日刊发的采访中强调。

  这套引发特朗普政府强烈不满的《数字市场法案》(DMA),为谷歌、亚马逊、苹果、缤客、Meta、微软等科技巨头设立了明确的行为准则,旨在维护公平竞争环境并扩大消费者选择权。今年2月,特朗普曾签署备忘录,警告将审查欧盟“干涉美企在欧运营”的《数字市场法案》与《数字服务法案》(DSA)。

  欧盟竞争事务专员特蕾莎-里贝拉两周前透露,关于苹果和Meta是否违反旨在限制市场垄断的里程碑式数字法规的裁决,将在未来数周公布。据知情人士透露,两家企业可能因违反《数字市场法案》面临适度罚款。

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